When starting a new project, you likely already have a standard cover sheet, job jacket, or some form that contains basic information about the project. If you don't, that's OK! This is the perfect time to get started.

One downside to keeping the basic information about your jobs on paper form is that it is difficult to sort and report at the end of the year. Not to mention the problematic aspect of sharing this information with teammates and trades on every job you run.

Luckily, we have a solution to help with essential job-level information documentation, reporting, and communication. 💡

Getting Started

To begin, you should first outline the data you want to include about each job. Reference your past projects and ask your team what high-level information they would like quick access to on a job in Buildertrend.

You should also consider how you want to filter and sort your projects from within your job list view.

As an example, you may have a set of standard milestone dates on a project that you use to initiate a bank draw or invoice. By creating a custom date and check box field, you'll unlock the ability to filter, sort and export a list of jobs based on those attributes.

You might also want to sort by other custom attributes like closing dates, files attached (y/n), or custom URL links.

🚀 Your custom fields are also viewable from the mobile app to help your team quickly reference things like gate codes, lockbox codes and other key documents.

Here is an example of what another builder has created:

Here are some other examples you may choose to use depending on the type of work you do.

Construction Loan Number

Construction Loan Amount

Construction Loan Package Sent

Lockbox Code

Gate Code

General Notes

Contract Date

Closing Date

Insurance Claim #

Insurance Company

Accessing your Job Settings

Now that you have your list of custom attributes outlined, you'll need to access your setup menu within the gear icon to begin creating them:

* Must have full admin permissions to access setup.

Next, click Job Settings:

At the bottom of the page you'll find your option to add custom fields:

Creating a Custom Field

Click the green "Add New Field" button to begin.

See an itemized list of field details and reasons for using them below.

A. Label your Custom Field with the terms that make sense to your team and trades.

B. Choose the data type that best matches your use case. You have these options to choose from:

C. Tooltip text is a helpful way to include the reason why you need this field completed or help explain how to complete the field.

D. Required check box should only be used on the fields you must have entered before saving the job. You should reserve these for the data points that are critical to your tracking of this job.

If you wish to report off of the custom field you're creating you'll want to keep that box checked.

E. If you plan to have multiple custom fields within your job details, you'll have the option to order them. As a best practice, you should put your required fields at the top.

F. Be sure to only check the final box if you want this custom field to be viewable by your subs.

Once you've entered the necessary data, be sure to click save.

Reporting and Viewing Custom Job Data

Once you've saved your custom fields, they will be immediately ready on all future jobs and will also be added as null fields on any preexisting jobs.

Next, get your team familiar with where to find your new fields within Job Details on full site and mobile.

As an admin on your account, you should also inform all users who create jobs to always enter the required fields at the bottom of the Job Details page.

Next, you can create custom dashboards from your Jobs List View for yourself and other members of your team.

Once you've clicked on Jobs List View, you'll see the option to expand your filters:

Then, toggle your custom filters to get the report you want based on the data available. If you want to come back to that same report again, click Save Filter:

Once you've saved a filter, you'll be able to find it within the drop-down on your list view. You can also toggle to Map or Cluster Map to get a different perspective on your data.

If you have any questions regarding this workflow, please click the 🙁 below, and a member of our support team will join you via chat.

What's next?

Custom Fields Overview Video

How to set up and invite your customer

Giving users access to a job

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